Senior Wealth Management, LLC is a full service financial firm specializing in multi-generation financial planning and institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth through our
3 Key Principles:
1) Clients First: We are here for you. Our firm is dedicated to regularly scheduled, open channels of communication and we work with you constantly to ensure optimal results. Our goal is not just to take care of your financial needs; we want you to become an informed, empowered client. We enjoy taking the time to educate, discuss, and evaluate together with you...so give us a call!
2) Comprehensive Planning: Our professionals design custom portfolios and assign specialized management strategies for each individual client. We recognize that each client has unique situations and desires. We ensure that you are given what YOU need...and not some cookie-cutter solution.
3) Credentials: We recognize the crucial importance of constant educational development, especially in a continuously evolving industry, and make sure that these benefits are passed on to you. From Certified Senior Advisor (CSA) to accredited portfolio strategist to specialized insurance to multi-lingual services, our people are willing and able to address those issues that are important to you!
Here you will find the comprehensive financial and investment service just for you. We offer fee-based, commission-free, asset management services and have access to specialized attorneys and accountants for custom, individualized advice.
Please spend some time with us and learn not only about all our comprehensive services, but access our learning library to become an informed and empowered client.
We look forward to earning your trust and becoming the first place you think of when you need comprehensive financial guidance.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Is your estate in order? This short quiz may help you assess your overall strategy.
The true cost of raising a child may be far more than you expect.
Life insurance proceeds are generally tax-free. But not in all cases.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Four vacation destinations you might never have thought of.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Imagine your ideal post-pandemic retirement with this animated video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.